See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $440,374 | $177,572+148.0% | $154,803+184.5% | $142,382+209.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 18.65% | 65.07%-46.4pp | 58.88%-40.2pp | 217.08%-198.4pp |
| Employer contribution / active EE | $14,598 | $4,810+203.5% | $4,305+239.1% | $4,299+239.6% |
| Participant deferral / active EE | $21,231 | $6,272+238.5% | $5,540+283.2% | $6,507+226.3% |
| Admin fee / account holder | $57 | $16,786-99.7% | $14,329-99.6% | $12,624-99.5% |